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Advanced SOP / GL Defaulter

What is Advanced SOP / GL Defaulter?

Advanced SOP GL Defaulter takes maximum advantage of the segment based structure of Microsoft Dynamics GP. By automating the coding of sales, cost of sales and inventory accounts, productivity is increased and the burden of manual coding reduced for sales entry staff.

SOP /GL Defaulter had to demonstrate development quality and compatibility that was proven in the field with a large number of customers already successfully using and recommending the solution for that reason Advanced SOP /GL passed rigorous VeriTest software solution testing for Microsoft Dynamics and is profiled in the Microsoft Partner Solution Profiler tool.

Due to the maximum advantage of SOP /GL Defaulter utilising the segment based structure of Microsoft Dynamics GP, upon certification SOP /GL Defaulter was recognised as one of the very best available enhancements as advertised in DynamicsWorld. The decisive criteria was based on ROI, the speed in which it takes to pay back the investment, the ease of integration, the after sales service, the immediate impact and the time taken to deploy.

Solution Highlights

Standard GP functionality only allows posting accounts for SOP transactions to be derived from either the posting setup, item or customer card. SOP GL Defaulter allows users to define where each segment of the GL account comes from: whether from the item, customer, customer class, item class, salesperson or even "specified" against each SOP Invoice ID/Type, including returns.

Having the ability to produce and analyse more detailed reporting by segment within the GL ensures consistent more accurate financial and management reporting. This contributes to improved regulatory compliance:

Rapid ROI to your clients - Maximising the segment based structure of the Chart of Accounts in Microsoft Dynamics GP. Compliments the segment based reporting capabilities of Frx and Management reporter.

Hassle free reporting - Automation of coding within Sales Order Processing transactions including Invoices and Returns.

Create defaults for each SOP Type ID including returns - Default segments from item, customer, customer class, item class, sales person or even specified against each SOP Invoice / Return, to form the full account string within SOP transactions. Providing maximum flexibility for coding requirements in different business situations e.g. Drop-ship sales orders.

SOPGL Setup

select the combination of segments that will form the full GL Account codes to default into transactions raised from Sales Order Processing.click to enlarge image

GL account codes entered against the sales person

From these set of accounts full Freight and COGS accounts be taken to default into the SOP transaction.click to enlarge image

Invoice Distribution

SALES account has Segment 1 defaulting from Item, segment 2 from Debtor and third segment from Debtor Class, and whole FREIGHT and Commission Expense account is used from Salesperson.click to enlarge image

Sales Order

Order was transferred to invoice and account are defaulting as from Invoice document type.click to enlarge image

SOP Posting Journal

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Customer Speak

"SAGlobal consultants go above and beyond what is required both with impressive knowledge and understanding of Microsoft Dynamics GP. Compared to previous experience with other partners - SAGlobal consultants are second to none.”

Ceri Stone
Managing Director
Smart Kids Ltd

"SAGlobal had proven success within Logicalis. When we moved the support of our Dynamics GP solution to them, the improvement in the level of service was both immediate and impressive."

Natasha Towns
Business Applications Manager
Logicalis UK

"We are a complex business, there was potential for many things to go wrong. The project would have been a challenge for any supplier; I firmly believe that it was a combination of the approach, along with SAGlobal’s determination and belief in the project that made it a success."

"SAGlobal is like a member of the family! Supporting and enhancing the Theatre’s Microsoft Dynamics solution for over 10 years, they provide an efficient and professional service. Confidence in their capabilities allows us to focus on what’s important - the business. They understand our processes and requirements – talking with the team at SAGlobal is like talking with colleagues."

Alison Harrison
Finance Manager
The Mayflower Theatre

"SAGlobal demonstrate a practical approach to problem solving, We find them accessible, up to date, technically excellent, and responsive."

Donald Pearson
Charles M Willie & Co. (Shipping) Limited

"The upgrade to Dynamics GP Version 10.0 from version 6.0 has made it possible for us to do our own accounts and have more control and access to reports and the system setup. We particularly appreciate the link in GP 10.0 to FRx within the Dynamics Financial Screen. Overcoming challenging circumstances, the upgrade fully met with our expectations and we were very satisfied with the upgrade service provided by SAGlobal, both in terms of quality and timeliness of delivery."

“The business relationship with SAGlobal is about as good as it gets. SAGlobal was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”

Simon Wiseman
Project Manager
The Co-operative Life Planning

"Over the past two years SAGlobal have helped the Welsh College of Horticulture develop Dynamics GP into a seamless system from requisition to commitment reporting. Dynamics GP enables effective budget planning and with the use of Vision, an ease of reporting seldom delivered. In budget meetings with non-finance managers Vision can be used interactively to aid their understanding. The development is continual and we look forward to SAGlobal’s support in the future."

"This is just phase one of our project. We have taken the opportunity to review all business processes with the aim of streamlining the way we handle our information. By switching to Microsoft Dynamics GP and with the additional functionality supported by SAGlobal we anticipate many improvements in our finance function by shortening the process cycles and by automating transactions."